Updated:
Cohen, Steven J CFA
Cohen, Steven J CFA is a state-registered investment adviser in St Petersburg, FL. The firm manages approximately $1 million in regulatory assets.
Overview
Cohen, Steven J CFA is a state-registered investment adviser in St Petersburg, FL. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Principals
Steven J. Cohen
CFA
Frequently asked questions
Who runs investment decisions at Cohen Steven J CFA?
Steven J. Cohen, the named CFA charterholder and principal, directs all investment decisions for the firm. No other investment professionals are identified in public records.
What types of clients does this firm serve?
Public filings indicate the firm serves high-net-worth individuals, trusts, and retirement plans. No institutional allocators or fund commitments have been confirmed.
Where is the firm based?
The firm's headquarters city and state are not publicly available in regulatory or media sources. The assumption of North America is based on the CFA charter's geographic distribution.
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